Diageo
909 hedge funds and large institutions have $9.99B invested in Diageo in 2019 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 298 increasing their positions, 310 reducing their positions, and 43 closing their positions.
165% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 43
22% more call options, than puts
Call options by funds: $52.6M | Put options by funds: $43.1M
7% more funds holding
Funds holding: 849 → 909 (+60)
6% more funds holding in top 10
Funds holding in top 10: 18 → 19 (+1)
2% more capital invested
Capital invested by funds: $9.78B → $9.99B (+$205M)
0.01% less ownership
Funds ownership: 2.54% → 2.53% (-0.01%)
4% less repeat investments, than reductions
Existing positions increased: 298 | Existing positions reduced: 310
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$42.8M |
| 2 |
HMP
HS Management Partners
New York
|
+$40.6M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$30M |
| 4 |
LCM
Lakewood Capital Management
New York
|
+$26.4M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$137M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$59.3M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$34M |
| 4 |
Renaissance Technologies
New York
|
-$28.7M |
| 5 |
ST
Sabal Trust
St. Petersburg,
Florida
|
-$20.1M |
DEO Hedge Fund Activity: Q4 2019 in Review
909 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Diageo (DEO) for Q4 2019, worth a combined $9.99B — up 2.1% from $9.78B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new DEO positions and 43 closed out — a net gain of 71 holders — while 298 added to existing stakes and 310 trimmed.
The largest buyer was UBS Group, adding an estimated $42.8M. The largest seller was Arrowstreet Capital, cutting an estimated $137M.
- 909 institutional investors held Diageo (DEO) as of Q4 2019, up from 849 in Q3 2019.
- Funds reported $9.99B of Diageo stock for Q4 2019, up 2.1% quarter-over-quarter.
- 114 funds opened new Diageo positions in Q4 2019 and 43 closed out, a net change of +71 holders.
- The largest Diageo buyer in Q4 2019 was UBS Group, an estimated $42.8M added.
- The largest Diageo seller in Q4 2019 was Arrowstreet Capital, an estimated $137M sold.
Based on aggregated 13F filings for Q4 2019.